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iShares 3-7 Year Treasury Bond ETF

608 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

40% more call options, than puts

Call options by funds: $332M | Put options by funds: $236M

11% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 205

4% more funds holding

Funds holding: 582608 (+26)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$315M)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

1.24% less ownership

Funds ownership: 84.76%83.52% (-1.2%)

Holders
608
Holders Change
+26
Holders Change %
+4.47%
% of All Funds
9.55%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
86
Increased
228
Reduced
205
Closed
58
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
626
VitalStone Financial
Texas
-$926K -7,197 Closed
CS
627
Credit Suisse
Switzerland
-$763K -6,483 Closed
EFI
628
EHP Funds Inc
Canada
-$588K -5,000 Closed
IDA
629
Intelligence Driven Advisers
California
-$554K -4,665 Closed
LMKC
630
L.M. Kohn & Company
Ohio
-$462K -3,927 Closed
DZ Bank
631
DZ Bank
Germany
-$446K -3,785 Closed
CWP
632
Cyndeo Wealth Partners
Florida
-$381K -3,238 Closed
FHA
633
Flagship Harbor Advisors
Massachusetts
-$369K -3,138 Closed
PWM
634
Prentice Wealth Management
New York
-$265K -2,252 Closed
SB
635
Strategic Blueprint
Georgia
-$262K -2,226 Closed
HWA
636
HCR Wealth Advisors
California
-$262K -2,225 Closed
BAM
637
Belpointe Asset Management
Nevada
-$253K -2,152 Closed
LJAC
638
L.J. Altfest & Co
New York
-$252K -2,138 Closed
FCBT
639
First Citizens Bank & Trust
North Carolina
-$228K -1,938 Closed
CIBC World Market
640
CIBC World Market
Ontario, Canada
-$218K -1,856 Closed
TI
641
tru Independence
Oregon
-$213K -1,807 Closed
AWA
642
Arkadios Wealth Advisors
Georgia
-$211K -1,792 Closed
GCM
643
Gallacher Capital Management
Colorado
-$208K -1,764 Closed
LWM
644
Laidlaw Wealth Management
New York
-$206K -1,753 Closed
HSA
645
HBK Sorce Advisory
Pennsylvania
-$204K -1,736 Closed
HT
646
Headlands Technologies
Illinois
-$186K -1,581 Closed
SC
647
Slow Capital
California
-$124K -1,055 Closed
AAS
648
Ameritas Advisory Services
Nebraska
-$116K -983 Closed
AWM
649
Avior Wealth Management
Nebraska
-$86.8K -738 Closed
MCM
650
Manchester Capital Management
Vermont
-$69.1K -587 Closed